Log InSign Up
Article

What does an Investment Manager do?

Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

An investment manager is responsible for making decisions about how to invest a client's money. They must choose investments that are likely to make a profit and minimize risk. Investment managers may work with individual clients or with institutions such as pension funds.

Investment Manager job duties include:

  • Research and analyze economic trends, industries, and companies
  • Meet with clients to discuss their investment goals and risk tolerance
  • Develop and present investment proposals
  • Select stocks, bonds, and other securities for clients' portfolios
  • Monitor clients' portfolios and make recommendations for changes
  • Buy and sell securities on behalf of clients
  • Keep abreast of new investment products and services
  • Prepare reports detailing investment recommendations and performance
  • Attend continuing education seminars to maintain or improve professional competence

Investment Manager Job Requirements

An investment manager is responsible for the financial portfolio of an individual or organization. They make investment decisions and monitor the performance of investments. Investment managers typically have a bachelor's degree in business, economics, or finance. Some employers may require a master's degree or certification. Investment managers typically have several years of experience working in the financial industry.

Investment Manager Skills

  • Analytical
  • Profit-oriented
  • Strategic
  • Creative
  • Innovative
  • Organized
  • Detail-oriented
  • Flexible
  • Multi-tasking
  • Leadership
  • Communication

Related: Top Investment Manager Skills: Definition and Examples

How to become an Investment Manager

An investment manager is a professional who makes decisions about how to invest money on behalf of clients. Investment managers are employed by banks, insurance companies, pension funds, and other financial institutions. They are responsible for choosing which assets to buy and sell in order to generate the highest return for their clients.

To become an investment manager, you will need to have a strong understanding of financial markets and investments. You will also need to be able to analyze data and make sound decisions under pressure. If you are interested in becoming an investment manager, you should consider pursuing a degree in finance or economics. Additionally, you will need to obtain the necessary licenses and registrations from the Financial Industry Regulatory Authority (FINRA).

Related: Investment Manager Resume Example

Related: Investment Manager Interview Questions (With Example Answers)

Editorial staff

Photo of Brenna Goyette, Editor

Editor

Brenna Goyette

Expert Verified

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

Similar articles